Our Services.

We offer a full range of financial and protection services. See below for some of our most popular.

Pensions

When do you want to retire and how much income will you need?

view more

Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

view more

Savings & Investments

Are you making the best use of any spare capital or surplus income?

view more

Welcome to St Clair Financial Planning Ltd.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0141 237 8140 or email us at enquiries@stclairfp.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

!

Here's how we formulate the plan towards Your Goals.

Many people have goals and dreams, but a goal without a plan is just a wish an achievable goal is a dream with a deadline.

About you

We meet together to discuss your personal circumstances and your current financial situation.

view more

Your goals & ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

view more

Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

view more

How to get there

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

view more

Implement the plan

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

view more

Review the plan & progress updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

view more

Our Main Services.

  • Mortgages

  • Savings & Investments

  • Financial Planning

  • Retirement Planning

  • Wealth Management

  • Protection

  • Business Protection

Requestcall back

Request call back.

or call us
0141 237 8140
 

See What Our Clients Have To Say About Us.

view all

I first used Robert over 8yrs ago and he has looked after out mortgage arrangements ever since. He takes the pain out of form filling and is fair and very straightforward to deal with and has been brilliant at understanding complex income streams so they can be combined to meet the needs of the lender. Theres not many mortgage advisors you get emails from at 5.30am or 11pm!

Darren M

I was referred to St Clair Financial Planning through UBT and other members of the community, and the experience has been excellent. From the very start, Robert knew the kind of deal I was after and he provided excellent advice each step of the way, clearly explaining everything I had questions on. The deal I ended up with exceeded expectations and was under budget. The fees represented excellent value for money. I would highly recommend!

Daryl M

I purchased a house via an auction, with only 1 month to find the funds required. In this somewhat difficult situation, Robert managed to get a mortgage sorted in lighting fast speed, and in the process put us at ease in what was a stressful situation. There is no question, I will be using you again in the future, when I need to re-mortgage Myron F

Myron F

I would highly recommend your services. After failing to achieve a mortgage with our usual broker you acted fast with confidence and succeeded to secure a 5 year fixed mortgage in difficult circumstances. Very much appreciated.

Rick C

Robert was very helpful through out the entire process (which as a Shareholder / Director is a bit more complex) and provided good advice with several different options. Between mortgage offer and completion on the property, he researched the market to see if any improved offers / rates were available – which in our instance there was a saving to be had! He is very contactable and extremely quick at replying which helped us in our negotiations on the property. I would certainly recommend Robert and his team!

Amos D

Stock Data.

VALUE MOVE %
FTSE 100 7895.85 18.800293 arrow 0.23867175 arrow
FTSE ALL-SHARE 4296.41 6.3901367 arrow 0.14895354 arrow
FTSE MID 250 19391.3 -59.36914 arrow -0.30522928 arrow
FTSE 350 4341.08 7.080078 arrow 0.16336128 arrow
Dow Jones 37986.4 211.01953 arrow 0.5586166 arrow
S&P 500 4343.46 -4.870117 arrow -0.11199971 arrow

0141 237 8140
Studio 39,
Sir James Clark Building,
Abbeymill Business Centre, Paisley PA1 1TJ.

enquiries@stclairfp.co.uk